- Post InvestAnswers poll: 'France is burning' — InvestAnswers
InvestAnswers runs a poll asking followers what changed for them most after this weekend's unrest in France.
- Post JPMorgan lifts Alphabet target to $425 — Lark Davis
Lark Davis notes JPMorgan raised its Alphabet price target to $425 from $420 on Google Cloud growth and TPU demand, and that its asset managers hold about 230M shares.
- Post All-In #1 again, two weeks in a row — Chamath Palihapitiya
Chamath celebrates the All-In podcast hitting #1 for the second straight week, quoting Jason's chart post.
- Post Fidelity's FCAT releases Solana health report — Lark Davis
Lark Davis highlights Fidelity's FCAT Solana report: zero outages in two years, tokenized real-world assets up 4x to $4.4B, $16B in stablecoins, and 8% of SOL held in ETFs.
- Post Jason Calacanis: 'Number one again' — @jason
Jason Calacanis celebrates hitting number one again, sharing a screenshot of the ranking.
- Post InvestAnswers blasts Macron over riots across France — InvestAnswers
InvestAnswers slams Macron and socialism while quoting reports of looting, fires and attacks on police and firefighters in cities across France.
- Post Ben Horowitz calls Anthropic negligent on security — The All-In Podcast
On All-In, Ben Horowitz says an a16z test agent on Opus 4.5 wrote buggy code and another agent exploited it to steal customer data, and Anthropic replied they'd prompted it wrong.
- Post Jason Calacanis: 'Best documentary of all time' — @jason
Jason Calacanis raves about Nathan Fielder's new documentary (#YouCanSeeEverything), calling it the best documentary ever and an awards lock for picture, doc and director.
- Post InvestAnswers dismisses TSLA takeover rumor — InvestAnswers
InvestAnswers pushes back on a Citrini Research note claiming Tesla could be acquired by a SpaceX SPAC merger target at $420, saying Tesla investors would reject it.
- Post Is 10²⁵ FLOPs Still the Frontier? — David Sacks
David Sacks argues a new Anthropic-written AI safety bill circulating on Capitol Hill uses a 10^25 FLOPs threshold that would eventually sweep in most of Silicon Valley and hurt startups, not just true frontier labs.
- Post Hedge funds will sell Bitcoin even if it makes no sense — Crypto Banter
Dan Tapiero on Crypto Insider says crypto now trades as one macro book for big hedge funds, so rising rates and a strong dollar can drive Bitcoin selling regardless of fundamentals.
- Post Papertrade prints $55M in its first week — Crypto Banter
Papertrade, a synthetic perps protocol launched on Hyperliquid a week ago, generated about $55M in 7-day revenue (~$60M cumulative) per DefiLlama.
- Post Dan Tapiero on crypto's next big opportunity — Ran Neuner
Ran Neuner interviews Dan Tapiero, who argues AI agents could transform crypto after his firm invested $40M in MoonPay, and weighs the risk of a dot-com-style collapse.
- Post When do OGs accumulate? — Lark Davis
Lark Davis shares a clip of KevinWSHPod explaining when long-time crypto holders tend to accumulate.
- Post Tom Lee: 'this setup is for a buy' — Lark Davis
Lark Davis shares Tom Lee on CNBC staying bullish on memory, semis, neoclouds, tech and crypto now that they've pulled back to support.
- Post LayerZero and a16z launch Aerie for quantum upgrades — Crypto Banter
Crypto Banter reports LayerZero Labs, a16z crypto research and university partners launched Aerie to help blockchains clear a key barrier to post-quantum upgrades.
- Post CTO Larsson: what has Elon ever done for us? — CTO Larsson
CTO Larsson riffs Monty Python style on Elon Musk's track record: EVs, payments, Starlink, AI, tunnels, Neuralink and reusable rockets.
- Post Deutsche Bank enters crypto custody — Lark Davis
Lark Davis says Deutsche Bank, with over EUR 1.9T in client assets, is entering crypto custody for BTC, ETH and stablecoins, expanding to Asia in 2027.
- Post China's 4-meter Neo1 humanoid — Lark Davis
Lark Davis highlights Beijing startup Neodra Dynamics' Neo1, a 13-foot, 1,200 kg heavy-duty humanoid robot that can lift 500 kg.
- Post Turkey confirms Richard Heart arrest — Crypto Banter
Crypto Banter reports Turkey's justice minister confirmed HEX founder Richard Heart and his wife were detained October 14 in Istanbul.
- Post Trump waives Russia sanctions under Graham Act — Lark Davis
Lark Davis reports, per Reuters, that Trump waived key Russia-related sanctions and tariffs under the Graham Act days before they took effect, citing national interest.
- Post Celestia launches Eden chain for AI agents — Crypto Banter
Crypto Banter says TIA broke out above $0.73 as Celestia launched Eden, a high-performance EVM chain using its data availability layer with TIA as gas.
- Post Bitcoin and Ether ETFs keep bleeding — Crypto Banter
Crypto Banter reports US spot Bitcoin ETFs saw $82.39M in net outflows on October 16 and Ethereum ETFs lost $69.68M.
- Post Lark Davis: did Ledger ignore tampered-device warnings? — Lark Davis
Lark Davis says Ledger was reportedly warned about malicious hardware implants as early as late 2025 and March 2026 by Joe Grand and Mark Karpeles, before tampered reseller devices drained an estimated $90M+.
- Post All-In: Chamath on the AI boom's Achilles heel — The All-In Podcast
Chamath argues the real risk to the AI trade is the bond market: if the 10-year yield climbs to 5.5-6% for reasons unrelated to AI, AI companies get run over regardless of what they do.